Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio | 6.53% | 10.05% | 6.56% | 6.57% | 5.07% | 6.55% | NA | 5.33% |
Data as of 06/04/2025, AR inception is 12/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tim Maurer Simple Money Portfolio | 12/12/2007 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 10.05 | 6.56 | 6.57 | 5.07 | 6.55 | NA | 5.33 | 6.53 | 6.29 | 11.69 | -12.39 | 9.40 | 7.50 | 16.00 | -7.17 | 12.80 | 7.91 | -0.01 | 1.95 | 16.94 | 11.82 | -1.51 | 12.66 | 17.26 | -17.66 | -0.90 |
| Sharpe Ratio | NA | 0.67 | 0.31 | 0.44 | 0.36 | NA | NA | 0.37 | 0.44 | 0.32 | 0.90 | -1.01 | 1.07 | 0.41 | 2.22 | -1.03 | 2.77 | 0.84 | 0.00 | 0.28 | 2.12 | 1.32 | -0.10 | 1.02 | 0.96 | -1.01 | -0.10 |
| Standard Deviation(%) | NA | 10.03 | 10.52 | 10.45 | 10.27 | NA | NA | 11.53 | 11.80 | 8.46 | 8.89 | 13.65 | 8.79 | 17.75 | 6.53 | 8.31 | 4.39 | 9.18 | 8.75 | 6.82 | 7.97 | 8.91 | 15.30 | 12.31 | 17.95 | 18.39 | 10.11 |
| Draw Down(%) | NA | 7.66 | 12.15 | 20.80 | 21.21 | NA | NA | 33.43 | 7.66 | 3.97 | 8.50 | 19.66 | 5.18 | 21.21 | 4.13 | 13.02 | 1.52 | 6.57 | 7.94 | 6.62 | 5.80 | 7.80 | 13.32 | 9.58 | 19.64 | 26.30 | 2.40 |
| Yield(%) | NA | 2.74 | 2.50 | 2.20 | 2.23 | NA | NA | 0.00 | 0.12 | 3.04 | 2.79 | 1.75 | 1.90 | 1.59 | 3.02 | 2.29 | 2.23 | 2.09 | 2.00 | 2.14 | 1.93 | 2.27 | 2.31 | 2.42 | 2.82 | 2.48 | 0.91 |
Data as of 06/04/2025, AR inception is 12/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio |
-0.18%
Apr 2021 - Apr 2024 |
1.01%
Sep 2017 - Sep 2022 |
3.46%
Oct 2013 - Oct 2023 |
4.73%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio |
17.31%
Feb 2009 - Feb 2012 |
15.04%
Feb 2009 - Feb 2014 |
9.34%
Feb 2009 - Feb 2019 |
7.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart